What types of commentary can I find on this page?

This page features aggregated insights and analyses from 18 major banks, covering topics such as market trends, monetary policy, and economic indicators affecting foreign exchange.

How often is the commentary updated?

The commentary is updated regularly to reflect the latest research and insights from the institutional desks, ensuring you have access to timely information.

Can I trust the insights provided on this page?

Yes, the insights are sourced from reputable banks like JPMorgan, Goldman Sachs, and others, ensuring high-quality and reliable information.

Is there a specific focus on any currency pairs?

While the commentary covers a wide range of currency pairs, it highlights significant trends and analyses that may impact various currencies based on the latest research.

How can I use this commentary for trading decisions?

The commentary provides valuable insights into market sentiment and potential economic shifts, which can inform your trading strategies and decisions.

LIVE

18:08ZGlobal Commodities: Dancing in the Dark 16:16ZGlobal FX: Contemplating a rotation amongst funders; outlook for BRL 15:29ZIs the coast clear for further USD strength?14:26ZSupply chain risks are changing. Shouldn’t financing change too?14:24ZUS consumers remain under pressure as sentiment slides 14:02ZSmall-Cap Revival 10:38ZConsumer Checkpoint: Strength in numbers 10:30ZCEE & CCA week ahead: Czech and Polish inflation data 09:45ZTHINK Ahead: It’s economists vs. markets, and there can only be one winner 09:10ZSpain’s rental dilemma: protecting tenants won’t fix the housing shortage 18:08ZGlobal Commodities: Dancing in the Dark 16:16ZGlobal FX: Contemplating a rotation amongst funders; outlook for BRL 15:29ZIs the coast clear for further USD strength?14:26ZSupply chain risks are changing. Shouldn’t financing change too?14:24ZUS consumers remain under pressure as sentiment slides 14:02ZSmall-Cap Revival 10:38ZConsumer Checkpoint: Strength in numbers 10:30ZCEE & CCA week ahead: Czech and Polish inflation data 09:45ZTHINK Ahead: It’s economists vs. markets, and there can only be one winner 09:10ZSpain’s rental dilemma: protecting tenants won’t fix the housing shortage

Live cross-firm bank consensus across 38 desks — FX, oil & gold

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Commentary

Welcome to the Commentary page of FX Bank Forecast, your go-to resource for aggregated insights from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. This page compiles the latest research and commentary on foreign exchange markets, helping you stay informed about key trends and analyses from top financial institutions.

Here, you will find a variety of perspectives on market developments, monetary policy shifts, and economic indicators that impact currency movements. By normalizing research from these reputable banks, we aim to provide you with a comprehensive understanding of the factors influencing the FX landscape.

Closest existing research

Tag-matched commentary (matching "Commentary")

[MARKET ANALYSIS] European bourses soften while the DAX 40 gains as SAP GY share rise after positive software commentary by Citi - Newsquawk
citi· 2026-08-14
[MARKET ANALYSIS] European bourses soften while the DAX 40 gains as SAP GY share rise after positive software commentary by Citi Newsquawk

Frequently asked questions

What types of commentary can I find on this page?: This page features aggregated insights and analyses from 18 major banks, covering topics such as market trends, monetary policy, and economic indicators affecting foreign exchange.
How often is the commentary updated?: The commentary is updated regularly to reflect the latest research and insights from the institutional desks, ensuring you have access to timely information.
Can I trust the insights provided on this page?: Yes, the insights are sourced from reputable banks like JPMorgan, Goldman Sachs, and others, ensuring high-quality and reliable information.
Is there a specific focus on any currency pairs?: While the commentary covers a wide range of currency pairs, it highlights significant trends and analyses that may impact various currencies based on the latest research.
How can I use this commentary for trading decisions?: The commentary provides valuable insights into market sentiment and potential economic shifts, which can inform your trading strategies and decisions.

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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 38 institutional desks. No promotion.